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Hood River Capital Management LLC — 13F Holdings & Portfolio

CIK 1578177 · latest 13F-HR filed 2026-08-14

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Hood River Capital Management LLC manages $13.79B in 13F-reported U.S. long-equity assets across 166 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are APLD (6.09%), DOCN (4.78%), MTZ (3.54%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 35 new positions and exited 36; 105 existing positions rose in reported value and 20 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$13.79B

Long-equity book

Holdings
166

Distinct positions

Period
2026-06-30

Filed 2026-08-14

Q/Q Activity
+35 / −36 / ↑105 / ↓20

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
APLD6.1% · -2%DOCN4.8% · +20%MTZ3.5% · -9%DAVE3.0% · -4%BE3.0% · -15%SMTC2.6% · -2%XPO1.9% · +12%FCFS1.9% · +8%KRYS1.8% · +7%KNX1.7% · +14%LITE1.6% · -5%LSCC1.6% · +14%LIVN1.5% · +303%GH1.5% · +6%AAOI1.5% · +9%BW1.4% · +18%XMTR1.4% · +77%HUT1.4% · -10%RXO1.3% · +46%KTOS1.1% · +16%CUBI1.1% · +12%CLH1.1% · +301%BB1.1% · -2%ALHC1.1% · +2%BAND1.1% · newPRAX1.0% · +19%PTCT1.0% · +4%GVA1.0% · -2%U1.0% · +5%RSI1.0% · +22%SRRK0.9% · +8%ACIW0.8% · -3%ESE0.8% · +9%INSM0.8% · +54%RCAT0.8% · +249%BFLY0.8% · +53%CAVA0.8% · +19%PTGX0.8% · +6%APG0.8% · +8%DKNG0.8% · +835%LTH0.8% · -3%BBIO0.7% · +6%SITM0.7% · -34%AXSM0.7% · +8%ONDS0.7% · +14%KRMN0.7% · +49%TTMI0.7% · -3%AVAV0.7% · newWSBC0.7% · +18%ARWR0.7% · +6%MDGL0.7% · -32%OSIS0.7% · +11%RDNT0.7% · +3%TGTX0.6% · +2%PLMR0.6% · +60%QXO0.6% · -39%CGNX0.6% · newDNN0.6% · -0%ATRC0.6% · -7%ENSG0.6% · +3%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 30.4%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 25, 2026.

Assets Under Management
$9.45B
Discretionary
$9.45B
Employees
20
Accounts
56
Address
2373 PGA BOULEVARD
SUITE 200
PALM BEACH GARDENS, FL 33410
Phone
(561) 484-5699
Website
Name Title / Status Ownership Type
SCHMALTZ, ROBERT, ALOYS ControlCHIEF COMPLIANCE OFFICER
since Nov 2014
Less than 5%Individual
SMOLUCH, BRIAN, PAUL ControlMANAGING MEMBER, PORTFOLIO MANAGER
since Oct 2012
Less than 5%Individual
SWANK, DAVID, GORDON ControlMANAGING MEMBER, PORTFOLIO MANAGER
since Oct 2012
Less than 5%Individual
BPS MANAGEMENT INC.MANAGING MEMBER
since Oct 2022
50–75%Domestic Entity
HOP BROOK CORPMANAGING MEMBER
since Oct 2022
25–50%Domestic Entity
SMOLUCH, BRIAN, PAUL Control
Indirect owner via BPS MANAGEMENT INC.
OWNER
since Oct 2022
75% or moreIndividual
SWANK, DAVID, GORDON Control
Indirect owner via HOP BROOK CORP
OWNER
since Oct 2022
75% or moreIndividual
Ownership & leadership changes · 5 filings with changes since Jan 2, 2013

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 20, 2023 filing
  • AddedBPS MANAGEMENT INC. · MANAGING MEMBER · 50–75%
  • AddedHOP BROOK CORP · MANAGING MEMBER · 25–50%
  • AddedSMOLUCH, BRIAN, PAUL · OWNER · 75% or more · indirect via BPS MANAGEMENT INC. · control person
  • AddedSWANK, DAVID, GORDON · OWNER · 75% or more · indirect via HOP BROOK CORP · control person
  • ChangedSMOLUCH, BRIAN, PAUL · ownership 50–75% → Less than 5%
  • ChangedSWANK, DAVID, GORDON · ownership 25–50% → Less than 5%
May 4, 2020 filing
  • No longer listedMARVIN, ROBERT, CLARENCE · MANAGING MEMBER, PORTFOLIO MANAGER · 25–50% · control person · listed since Oct 2012
  • ChangedSMOLUCH, BRIAN, PAUL · ownership 25–50% → 50–75%
Mar 29, 2016 filing
  • ChangedMARVIN, ROBERT, CLARENCE · title MEMBER, PORTFOLIO MANAGER → MANAGING MEMBER, PORTFOLIO MANAGER; ownership 10–25% → 25–50%
  • ChangedSMOLUCH, BRIAN, PAUL · ownership 10–25% → 25–50%
  • ChangedSWANK, DAVID, GORDON · title MEMBER → MANAGING MEMBER, PORTFOLIO MANAGER; ownership 10–25% → 25–50%
Feb 13, 2015 filing
  • No longer listedBEH, BRIAN, CARROLL · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Oct 2012
  • No longer listedROXBURY CAPIAL MANAGEMENT · COMMON SHAREHOLDER · 25–50% · indirect via ROXBURY CAPITAL MANAGEMENT, LLC · control person · listed since Apr 1998
  • No longer listedROXBURY CAPITAL MANAGEMENT LLC · SHAREHOLDER · 25–50% · control person · listed since Oct 2012
  • AddedSCHMALTZ, ROBERT, ALOYS · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Jun 11, 2013 filing
  • No longer listedWT INVESTMENTS INC · COMMON PREFERRED · 25–50% · indirect via ROXBURY CAPITAL MANAGEMENT · listed since Aug 1998
Jan 2, 2013 filing (earliest on record)
  • ListedBEH, BRIAN, CARROLL · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedMARVIN, ROBERT, CLARENCE · MEMBER, PORTFOLIO MANAGER · 10–25% · control person
  • ListedROXBURY CAPIAL MANAGEMENT · COMMON SHAREHOLDER · 25–50% · indirect via ROXBURY CAPITAL MANAGEMENT, LLC · control person
  • ListedROXBURY CAPITAL MANAGEMENT LLC · SHAREHOLDER · 25–50% · control person
  • ListedSMOLUCH, BRIAN, PAUL · MANAGING MEMBER, PORTFOLIO MANAGER · 10–25% · control person
  • ListedSWANK, DAVID, GORDON · MEMBER · 10–25% · control person
  • ListedWT INVESTMENTS INC · COMMON PREFERRED · 25–50% · indirect via ROXBURY CAPITAL MANAGEMENT

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Hood River Capital Management LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLIED DIGITAL CORP APLD 038169207 $840.0M 6.09% 22,518,887 SH
2 DIGITALOCEAN HOLDINGS INC DOCN 25402D102 $659.6M 4.78% 4,200,719 SH
3 MASTEC INC MTZ 576323109 $488.4M 3.54% 1,173,918 SH
4 DAVE INC DAVE 23834J201 $411.4M 2.98% 1,104,277 SH
5 BLOOM ENERGY CORP- A BE 093712107 $407.4M 2.95% 1,345,873 SH
6 SEMTECH CORP SMTC 816850101 $364.2M 2.64% 2,250,382 SH
7 XPO INC XPO 983793100 $266.4M 1.93% 1,297,453 SH
8 FIRSTCASH HOLDINGS INC FCFS 33768G107 $264.3M 1.92% 1,221,912 SH
9 KRYSTAL BIOTECH INC KRYS 501147102 $246.6M 1.79% 663,375 SH
10 KNIGHT-SWIFT TRANSPORTATION KNX 499049104 $238.1M 1.73% 3,058,241 SH
11 LUMENTUM HOLDINGS INC LITE 55024U109 $225.5M 1.63% 262,757 SH
12 LATTICE SEMICONDUCTOR CORP LSCC 518415104 $224.8M 1.63% 1,469,538 SH
13 LIVANOVA PLC LIVN G5509L101 $211.0M 1.53% 2,565,477 SH
14 GUARDANT HEALTH INC GH 40131M109 $209.3M 1.52% 1,395,307 SH
15 APPLIED OPTOELECTRONICS INC AAOI 03823U102 $206.3M 1.50% 1,392,510 SH
16 BABCOCK & WILCOX ENTERPR BW 05614L209 $193.0M 1.40% 13,689,679 SH
17 XOMETRY INC-A XMTR 98423F109 $191.9M 1.39% 1,988,360 SH
18 HUT 8 CORP HUT 44812J104 $190.7M 1.38% 1,651,895 SH
19 RXO INC RXO 74982T103 $178.7M 1.30% 6,478,546 SH
20 KRATOS DEFENSE & SECURITY KTOS 50077B207 $156.4M 1.13% 3,137,727 SH
21 CUSTOMERS BANCO CUBI 23204G100 $153.6M 1.11% 1,941,996 SH
22 CLEAN HARBORS INC CLH 184496107 $149.0M 1.08% 498,747 SH
23 BLACKBERRY LTD BB 09228F103 $147.7M 1.07% 11,672,761 SH
24 ALIGNMENT HEALTHCARE INC ALHC 01625V104 $147.3M 1.07% 6,184,526 SH
25 BANDWIDTH INC-CLASS A BAND 05988J103 $145.3M 1.05% 2,295,924 SH
26 PRAXIS PRECISION MEDICINES I PRAX 74006W207 $142.3M 1.03% 425,167 SH
27 PTC THERAPEUTICS INC PTCT 69366J200 $141.8M 1.03% 1,738,613 SH
28 GRANITE CONSTRUCTION INC GVA 387328107 $137.7M 1.00% 871,255 SH
29 UNITY SOFTWARE INC U 91332U101 $135.4M 0.98% 4,736,216 SH
30 RUSH STREET INTERACTIVE INC RSI 782011100 $132.5M 0.96% 4,454,433 SH
31 SCHOLAR ROCK HOLDING CORP SRRK 80706P103 $122.4M 0.89% 2,224,788 SH
32 ACI WORLDWIDE INC ACIW 004498101 $117.2M 0.85% 2,329,869 SH
33 ESCO TECHNOLOGIES INC ESE 296315104 $115.6M 0.84% 330,297 SH
34 INSMED INC INSM 457669307 $112.7M 0.82% 1,056,871 SH
35 RED CAT HOLDINGS INC RCAT 75644T100 $112.7M 0.82% 10,578,223 SH
36 BUTTERFLY NETWORK INC BFLY 124155102 $111.1M 0.81% 13,190,130 SH
37 CAVA GROUP INC CAVA 148929102 $110.4M 0.80% 1,406,249 SH
38 PROTAGONIST THE PTGX 74366E102 $108.2M 0.78% 882,738 SH
39 API GROUP CORP APG 00187Y100 $107.5M 0.78% 2,538,774 SH
40 DRAFTKINGS INC - CL A DKNG 26142V105 $107.2M 0.78% 4,245,469 SH
41 LIFE TIME GROUP HOLDINGS INC LTH 53190C102 $104.1M 0.76% 2,549,719 SH
42 BRIDGEBIO PHARMA INC BBIO 10806X102 $100.4M 0.73% 1,347,535 SH
43 SITIME CORP SITM 82982T106 $99.7M 0.72% 133,699 SH
44 AXSOME THERAPEUTICS INC AXSM 05464T104 $98.6M 0.71% 402,678 SH
45 ONDAS INC ONDS 68236H204 $96.3M 0.70% 11,688,295 SH
46 KARMAN HOLDINGS INC KRMN 485924104 $95.6M 0.69% 1,915,993 SH
47 TTM TECHNOLOGIES TTMI 87305R109 $93.8M 0.68% 501,716 SH
48 AEROVIRONMENT INC AVAV 008073108 $93.1M 0.68% 564,254 SH
49 WESBANCO INC WSBC 950810101 $92.4M 0.67% 2,367,331 SH
50 ARROWHEAD PHARMACEUTICALS IN ARWR 04280A100 $91.4M 0.66% 1,120,747 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $13.79B 166 0001214659-26-010150
2026-03-31 2026-05-15 $9.98B 170 0001214659-26-006258
2025-12-31 2026-02-17 $9.12B 175 0001214659-26-001836
2025-09-30 2025-11-14 $8.47B 156 0001214659-25-016490
Filer Information
Address
2373 PGA BOULEVARD, SUITE 200
PALM BEACH GARDENS, FL 33410
Phone
(561) 484-5699
Filing Manager
Hood River Capital Management LLC
PALM BEACH GARDENS, FL
Signatory
Robert Schmaltz
Chief Compliance Officer